Plan Ledger DOL Form 5500 · updated monthly

Mortgage Investors Groupbenefits

Mortgage Investors Group Welfare Benefit Plan · KNOXVILLE, TN · plan year 2024

Broker compensation reported · 2024
$207,373

Mortgage Investors Group's benefits plans covered 256 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $3,499,764. Insurance brokers and agents were paid $207,373 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 5.9% of premiums. That is $810 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 10% from $231,307 in 2023.

Insurance contracts · 20244
BLUECROSS BLUESHIELD OF TENNESSEE, INC. · health drug dental vision$3.5M · 504 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life std ltdpremiums n/a · 290 covered
METROPOLITAN LIFE INSURANCE COMPANY · lifepremiums n/a · 476 covered
COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY · life std ltdpremiums n/a · 41 covered
Brokers & agents paid · 202410
EDWARD OWENS$162,353
GREGORY SHERROD$19,399
HUB INTERNATIONAL MIDSOUTH$13,626 · incl $2,740 fees
CARLA STINER REEL$3,609 · incl $198 fees
ALLEN WINSTON MCMICHAEL$3,143
HUB INTERNATIONAL$3,134 · incl $468 fees
NICHOLAS MOOR WEISSFELD$1,037 · incl $79 fees
BENEFOUNDRY INC$287 · incl $63 fees
JM TAMER AND CO$208
2 individual agents · names withheld$577

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 830310268 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.